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Carroll Financial Associates’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Carroll Financial Associates’s Portfolio SPYC Stock Details SPYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$20K Hold
600
– – ﹤0.01% 979
2021
Q3 		$18K Hold
600
– – ﹤0.01% 1027
2021
Q2 		$18K Hold
600
– – ﹤0.01% 1124
2021
Q1 		$17K Hold
600
– – ﹤0.01% 1079
2020
Q4 		$16K Buy
+600
New +$15.4K ﹤0.01% 986

Other funds holding SPYC

OCM
Ovata Capital Management Hong Kong $715M AUM 19.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Carroll Financial Associates's SPYC Position: Q4 2021 in Review

Carroll Financial Associates held its Simplify US Equity PLUS Convexity ETF (SPYC) position steady in Q4 2021 at 600 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Carroll Financial Associates first reported a position in SPYC in Q4 2020 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold SPYC as of Q4 2021.

  • Carroll Financial Associates held 600 shares of Simplify US Equity PLUS Convexity ETF worth $20K as of Q4 2021.
  • Carroll Financial Associates left its Simplify US Equity PLUS Convexity ETF share count unchanged in Q4 2021.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #979 holding.
  • Carroll Financial Associates first reported a position in Simplify US Equity PLUS Convexity ETF in Q4 2020 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.